Independence Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $7.04M | Buy |
172,171
+4,408
| +3% | +$180K | 1.51% | 12 |
|
|
2020
Q2 | $6.51M | Buy |
167,763
+9,213
| +6% | +$357K | 1.49% | 12 |
|
|
2020
Q1 | $5.29M | Sell |
158,550
-24,572
| -13% | -$819K | 1.46% | 13 |
|
|
2019
Q4 | $8.07M | Sell |
183,122
-22,663
| -11% | -$998K | 1.95% | 13 |
|
|
2019
Q3 | $8.45M | Buy |
205,785
+6,747
| +3% | +$277K | 2.06% | 13 |
|
|
2019
Q2 | $8.3M | Sell |
199,038
-1,054
| -0.5% | -$44K | 2.13% | 13 |
|
|
2019
Q1 | $8.18M | Buy |
200,092
+22,367
| +13% | +$914K | 2.3% | 13 |
|
|
2018
Q4 | $6.59M | Sell |
177,725
-5,419
| -3% | -$201K | 2.19% | 13 |
|
|
2018
Q3 | $7.93M | Buy |
183,144
+3,353
| +2% | +$145K | 2.36% | 9 |
|
|
2018
Q2 | $7.71M | Buy |
179,791
+1,133
| +0.6% | +$48.6K | 2.47% | 9 |
|
|
2018
Q1 | $7.91M | Sell |
178,658
-2,261
| -1% | -$100K | 2.61% | 9 |
|
|
2017
Q4 | $8.12M | Sell |
180,919
-7,712
| -4% | -$346K | 2.74% | 9 |
|
|
2017
Q3 | $8.19M | Sell |
188,631
-648
| -0.3% | -$28.1K | 3.26% | 8 |
|
|
2017
Q2 | $7.82M | Sell |
189,279
-795
| -0.4% | -$32.8K | 3.11% | 9 |
|
|
2017
Q1 | $7.47M | Buy |
190,074
+117
| +0.1% | +$4.6K | 3.13% | 9 |
|
|
2016
Q4 | $6.94M | Buy |
189,957
+6,940
| +4% | +$254K | 3.05% | 9 |
|
|
2016
Q3 | $6.85M | Buy |
183,017
+44,871
| +32% | +$1.68M | 3.22% | 8 |
|
|
2016
Q2 | $4.89M | Buy |
+138,146
| New | +$4.89M | 2.57% | 8 |
|